CFA #3) Louise and Christopher Maclin live in London, United Kingdom, and currently rents an apartment in the metropolitan area. During an initial discussion of the Maclins’ financial plans, Christopher Maclin makes the following statements to the Maclins
/0 Comments/in /by adminThere are two questions to be answered…no specific word count needed but must be explanatory. Due Friday 10/17/2014 at 3PM
CFA #3) Louise and Christopher Maclin live in London, United Kingdom, and currently rents an apartment in the metropolitan area. During an initial discussion of the Maclins’ financial plans, Christopher Maclin makes the following statements to the Maclins’ financial adviser Grant Webb:
(a) “I have used the internet extensively to research the outlook for the housing market over the next five years, and I believe now is the best time to buy a house”
(b) “I do not want to sell any bond in my portfolio for a lower price than I paid for the bond”
(c) “I will not sell any of my company stocks because I know my company and I believe it has excellent prospects for the future”
For each statement (a)-(c) identifies the behavioral finance concept most directly exhibited. Explain how each behavioral finance concept is affecting the Maclin’s investment decision making.
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CFA #4) During an interview with her investment adviser, a retired investor made the following two statements:
(a) “I have been very pleased with the returns I’ve earned on Petrie stock over the past two years and I am certain that it will be a superior performer in the future”
(b) “I am pleased with the returns from the Petrie stock because I have specific uses for that money. For that reason, I certainly want my retirement fund to continue owning the Petrie stock”
Identify which principle of behavioral finance is most consistent with each of the investors two statements.
Assignment 2: External and Internal Environments
/0 Comments/in /by adminAssignment 2: External and Internal Environments
Due Week 4 and worth 350 points
Choose an industry you have not yet written about in this course, and one publicly traded corporation within that industry. Research the company on its own Website, the public filings on the Securities and Exchange Commission EDGAR database (http://www.sec.gov/edgar.shtml), in the University’s online databases, and any other sources you can find. The annual report will often provide insights that can help address some of these questions.
Write an eight to ten (8-10) page paper in which you:
- Choose the two (2) segments of the general environment that would rank highest in their influence on the corporation you chose. Assess how these segments affect the corporation you chose and the industry in which it operates.
- Considering the five (5) forces of competition, choose the two (2) that you estimate are the most significant for the corporation you chose. Evaluate how well the company has addressed these two (2) forces in the recent past.
- With the same two (2) forces in mind, predict what the company might do to improve its ability to address these forces in the near future.
- Assess the external threats affecting this corporation and the opportunities available to the corporation. Give your opinions on how the corporation should deal with the most serious threat and the greatest opportunity. Justify your answer.
- Give your opinion on the corporation’s greatest strengths and most significant weaknesses. Choose the strategy or tactic the corporation should select to take maximum advantage of its strengths, and the strategy or tactic the corporation should select to fix its most significant weakness. Justify your choices.
- Determine the company’s resources, capabilities, and core competencies.
- Analyze the company’s value chain to determine where they can create value using the resources, capabilities, and core competencies discussed above.
- Use at least three (3) quality references. Note: Wikipedia and other Websites do not quality as academic resources.
Your assignment must follow these formatting requirements:
- Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; references must follow APA or school-specific format. Check with your professor for any additional instructions.
- Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required page length.
The specific course learning outcomes associated with this assignment are:
- Identify how the six segments of the general environment affect an industry and its firms.
- Identify the five forces of competition.
- Analyze the external environment for opportunities and threats that impact the firm.
- Analyze the internal environment of a company for strengths and weaknesses that impact the firm’s competitiveness.
- Use technology and information resources to research issues in business administration.
- Write clearly and concisely about business administration using proper writing mechanics.
Price & Income Paper (Economics)
/0 Comments/in /by adminPrice & Income Paper (Economics)
Write to your parent or significant other and explain the economics concept of price and income elasticity. They probably don’t have much of a background in economics, so you’ll need to keep it fairly simple, but you want to get the key ideas across. An example they can relate to will probably be necessary.
CFA #3) Louise and Christopher Maclin live in London, United Kingdom, and currently rents an apartment in the metropolitan area. During an initial discussion of the Maclins’ financial plans, Christopher Maclin makes the following statements to the Maclins
/0 Comments/in /by adminThere are two questions to be answered…no specific word count needed but must be explanatory. Due Friday 10/17/2014 at 3PM
CFA #3) Louise and Christopher Maclin live in London, United Kingdom, and currently rents an apartment in the metropolitan area. During an initial discussion of the Maclins’ financial plans, Christopher Maclin makes the following statements to the Maclins’ financial adviser Grant Webb:
(a) “I have used the internet extensively to research the outlook for the housing market over the next five years, and I believe now is the best time to buy a house”
(b) “I do not want to sell any bond in my portfolio for a lower price than I paid for the bond”
(c) “I will not sell any of my company stocks because I know my company and I believe it has excellent prospects for the future”
For each statement (a)-(c) identifies the behavioral finance concept most directly exhibited. Explain how each behavioral finance concept is affecting the Maclin’s investment decision making.
————————————————————————————————————————
CFA #4) During an interview with her investment adviser, a retired investor made the following two statements:
(a) “I have been very pleased with the returns I’ve earned on Petrie stock over the past two years and I am certain that it will be a superior performer in the future”
(b) “I am pleased with the returns from the Petrie stock because I have specific uses for that money. For that reason, I certainly want my retirement fund to continue owning the Petrie stock”
Identify which principle of behavioral finance is most consistent with each of the investors two statements.
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